Jeffrey Burch

Jeffrey Burch is a seasoned finance professional with extensive experience in wealth management and investment strategies. Currently serving as Regional Director and Partner at EP Wealth Advisors since January 2023, Burch has previously held significant positions at Cribstone Capital Management and Porticade Partners, the latter of which was a consultancy founded by Burch to advise on investable businesses. Notable roles include Managing Director at both Man GLG and Goldman Sachs, where Burch led EMEA and Asia FICC at GS PWM. Additional experience includes serving as Portfolio Manager at Millennium Management and BlueMountain Capital Management, and Co-Head of Global Credit at Investec Asset Management. Burch began the professional journey as Vice President at Morgan Stanley, having earned a Bachelor of Arts in Economics and Geology from Colgate University.